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Financial education, either individually or in the workplace, is quickly becoming a desired benefit. We offer customized financial workshops that empower you and your employees with the ability to:
Our most recent financial workshops have included:
Are You Well Planned and How Can You Tell?
Family Financial Management
10 Useful Strategies to Help Secure Your Financial Future
Mutual Fund Investing
My Brain Made Me Do It
Lessons Learned in Investing
Building Net Worth for Younger Investors
If you are interested in attending one of our workshops or scheduling an educational workshop for your employees/members over lunch or breakfast, please feel welcome to contact us at (781) 446-5016. We can share with you our topics and sessions that cover the needs of every age group.